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Welcome!

At J. Thayer Financial, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life.

We are specialists in providing individuals and their families with a structured and customized financial plan. Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies that help to provide you with:

  • A sustainable lifestyle during retirement
  • Enough income to enjoy travel and other desired recreational pursuits
  • Income to help pay for unforeseeable and unplanned life events

Let us help guide you toward a worry- and stress-free retirement.

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Year-End Financial Planning Checklist

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